Everhart Financial Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $643K | Sell |
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|
2025
Q2 | $640K | Buy |
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|
2025
Q1 | $201K | Sell |
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|
2024
Q4 | $203K | Buy |
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|
2024
Q3 | $211K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $329K | Hold |
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|
2023
Q4 | $313K | Sell |
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|
2023
Q3 | $216K | Hold |
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|
2023
Q2 | $230K | Buy |
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|
2023
Q1 | $232K | Sell |
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|
2022
Q4 | $235K | Buy |
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|
2022
Q3 | $246K | Hold |
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|
2022
Q2 | $261K | Buy |
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|
2022
Q1 | $273K | Hold |
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|
2021
Q4 | $275K | Hold |
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|
2021
Q3 | $250K | Hold |
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|
2021
Q2 | $261K | Hold |
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|
2021
Q1 | $252K | Hold |
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|
2020
Q4 | $225K | Buy |
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